Service Portfolio
Our team has many years of experience and can provide a wide range of services. Below is a list of services we have been paid for as a company. It does not include skill sets that our team may have acquired at other organizations. If there is a project that requires a skill set you don't see here please ask anyway. We can probably handle it, or leveraging our vast network, find someone that can.
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Execution services, Project / Portfolio management, project coordination
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Strategic Planning
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Regular collaboration
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Technology Upgrades to take advantage of new features or new business opportunities
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Project Management for any technology change. Including ERP, CRM, SaaS, Cloud, etc
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Implementation oversight of new or upgraded services
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Technology Foundations for new businesses including hardware, software, and services
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Vendor Selection for new or existing projects
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Mobile Solutions for customers or employees
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Security to protect your company's information
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Staff Development Plans to help your employees grow with your business
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Telecommunications strategy, negotiation, and guidance
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Maintenance Service evaluation and recommendations
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Disaster Recovery strategy and execution
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Call Center Implementation and Upgrades
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Plan, direct, and coordinate marketing strategies in accordance to organizational goals.
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Review and suggest advertising campaigns, marketing reports, vendor contracts and expenditures.
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Business development
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Manage graphic desiggners and media productions
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Assit in branding, market research, customer service and sales management
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Lifestyle matter
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Income Tax Planning and Preparation
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Investment Planning and Management
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Estate Planning
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Wealth Transfer Planning and Gifting
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Insurance Planning
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Retirement Cash Flow Planning
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Employee Benefit Elections
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Financing of Purchases
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Private Financial Counseling Sessions
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Project Management for any technology change. Including ERP, CRM, SaaS, Cloud, etc
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Implementation oversight of new or upgraded services
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Technology Foundations for new businesses including hardware, software, and services
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Vendor Selection for new or existing projects
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Mobile Solutions for customers or employees
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Security to protect your company's information
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Staff Development Plans to help your employees grow with your business
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Telecommunications strategy, negotiation, and guidance
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Maintenance Service evaluation and recommendations
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Disaster Recovery strategy and execution
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Call Center Implementation and Upgrades
.,
.